+737.4%
PCAR vs SPXU
-100.0%
+837.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.7% |
| 7D | +0.1% | +7.6% | -7.5% | +3.0% |
| 30D | -4.6% | +17.5% | -22.1% | +1.5% |
| 3M | -22.6% | +14.7% | -37.2% | -18.2% |
| 6M | -12.0% | -0.1% | -11.9% | -10.5% |
| YTD | -6.1% | -19.8% | +13.7% | -10.5% |
| 1Y | +6.3% | -23.7% | +30.1% | -0.1% |
| 3Y | +31.8% | -79.5% | +111.3% | -14.6% |
| 5Y | +104.2% | -81.9% | +186.1% | +47.0% |
| 10Y | +302.9% | -99.5% | +402.4% | -3.0% |
| All | +737.4% | -100.0% | +837.4% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling